"How You Can Increase Your Conversion Rate and Optimize Your Lead Generation With Interactive Flows"

Pia Heßler9/26/2023

We explain to you what interactive flows are and which tool you can use to implement them.

Table of contents
  1. What are interactive flows?
  2. The advantages of interactive flows
  3. Guide: How to implement interactive flows
  4. You can use interactive flows in all areas of your company. Here's what your Heyflow flows could look like:

Lead generation is considered one of the biggest challenges in the sales process. The information about potential customers is particularly valuable for a company. Thus, you can make your website user-oriented by using inquiry forms such as for quotes or surveys and thereby lay the foundation for your company's success. An important tool for this is the use of interactive flows.

⁠In this article, you'll learn what interactive flows are, why they improve your conversion rate and lead generation and with which tools you can implement them.

What are interactive flows?

Interactive flows refer to user-oriented processes on your website. Typical areas of application are lead generation, recruiting, survey and feedback processes. They represent an alternative to traditional inquiry forms. Users are guided through a specific process using interactive, visual elements. For example, the interactive flow could start on your career page for the application process. Users would be categorized according to their qualifications and experiences using three to five questions and could quickly answer your questions with a click of the mouse.

The advantages of interactive flows

  • Quick and easy execution: They guide users directly through a decision-making process.
  • (Feeling of) Individuality: Users feel individually addressed as soon as the flow is designed personally and dynamically. This can be achieved, for example, by using greeting phrases that include a first name: "Thank you for your information, Hannah! We are now processing your request". This significantly increases the conversion rate.
  • Fun factor with mobile compatibility: Compared to standard forms, scrolling is eliminated. Users can easily and quickly click through the process - on the mobile phone and any other (mobile) device. This usually results in a higher completion rate.
  • Pre-selection: They can make a pre-selection for you and thus relieve you. Depending on the process, you can clarify relevant questions in advance, assign users to the correct contact persons, make product recommendations or categorize inquiries according to priorities.
  • Company growth: The more leads you generate, recruit staff and collect feedback, the greater your chances of growth. This treasure trove of data helps you better meet customer needs, reduce your cost per lead (CPL) and increase your revenue.

Guide: How to implement interactive flows

Some conversion optimization tools help you integrate interactive flows into your online presence. A popular tool in the OMR community is Heyflow. According to verified user experiences, users agree: The software stands out from competitors because it

  • offers many customization options and design flexibility, so you can express your unique brand identity
  • promotes design and layout experiments, (e.g. with A/B tests
  • , which can soon also be implemented in Heyflow).provides
  • valuable integration options, to unite the entire marketing stack.complies with all relevant

data protection laws

.

  1. Step 1: Create Interactive Flows: Heyflow offers you four panels for creating interactive flows:
  2. Block Panel: e.g. insert text, input and image blocks
  3. Edit Panel: assemble interactive flows using drag-and-drop
  4. Live Preview: Real-time preview during creation

Screen Panel:

view all created screens

  • Your creativity knows no bounds. You can build user-oriented flows in no time using templates or customize them fully.
  • These functions are available to you:
  • Blocks and templates
  • Question paths based on conditional logic (if-then jumps)
  • Redirecting users (e.g. from your landing page to your product page)
  • Dynamic contents
  • Input fields with function (e.g. Optional and required, schema validation, error messages, auto-completion, prefix and suffix)
  • File upload for users (2GB)

Customizable screens (e.g. start and response screens)

  • Write your own JavaScripts, CSS and HTML
  • These are the Best Practices of HeyflowStart with a simple question.
  • Ask 3 to 7 questions before asking for contact details.You usually achieve the highest success rate with multiple-choice questions or a
  • picture selection
  • .Reduce clicks to a minimum (e.g. skip buttons like “next” and let users automatically move to the next question as soon as they click on an answer option).Use
  • loaders as an imitator of data processing in the background.Use
  • social proof
  • , to increase your credibility (e.g. integrate customer logos).When asking for contact data, it pays to try out different versions (for example, ask for these consecutively instead of bundling them on one screen). Often, small changes can lead to higher conversion rates.Pay attention to the
  • order: Name, company name, e-mail address (with this order we have observed that companies achieve a conversion rate up to 30% higher).
  • Personalize
Heyflow_Builder_1600x900_DE.png

your flows (e.g. with a personal address and job function).Thank the users at the end for their time.Interactive flows can be created with the tool Heyflow (

source

).

Heyflow_Customization_1600x900_DE.png

Step 2: Make design settings

The Heyflow design templates were developed by experts specifically for lead generation. You just need to adapt these with a few clicks to your company and your corporate design (CD).

Step 3: Start test run

Thanks to live-preview, you can view your flows even during creation. Before publication, you should test your flows on different devices.Step 4: Link toolsYou can easily integrate Heyflow into your marketing stack, thereby automating data exchange and various processes. Link Heyflow with all your marketing tools, your CRM and more. Access engagement functions and keep an eye on your campaign performance to constantly perfect the user experience of your flow and your

customer journey

  • .Functions:
  • Form users reply
  • Setup response routines, (e.g. with email and Slack integrations)Send new responses directly to your CRM (e.g. via native integrations with
  • HubSpot Service Hub and
  • Pipedrive) or to any URLs (e.g. with Zapier or individual webhooks)
  • Track events and conversions
  • , and play them back directly to Meta, Google, LinkedIn, TikTok, and more to build audiences and optimize campaignsEmbed flows on websites

, (e.g. in Jimdo, WordPress and WIX)

Connect domains, (automatic SSL security certificate creation)Integrated Cookie Consent Manager

Interaktive Flows mit Heyflow analysieren Dashboard.png

, with which you are GDPR and EU cookie law compliant with individually customizable Cookie Consent bannersStep 5: Track performanceThe best part about it? You don't need a Google Analytics account or any other analytics tool. On Heyflow's

Analytics Dashboard

, you can directly read the conversion rates, heatmaps and user drop-off points. Manage your responses with just a few clicks using interactive filter functions. This leaves you plenty of time to focus on the qualified leads and applicants. Of course, you also have the option of integrating your flows with external analytics tools, such as Google Analytics or Meta Pixel.

Using the dashboard, you can analyze the interactive flows with Heyflow (

source

  • ).Service
  • The software features cool features – like automatic backups. Also, you will find lots of tutorials, articles, FAQs
  • and more in the Help Center. Both the help area and the support team are German-speaking. Examples

You can use interactive flows in all areas of your company. Here's what your Heyflow flows could look like:

Interactive flow for

Pia Heßler
Author
Pia Heßler

Pia war mehr als 10 Jahre im Vertrieb und Marketing verschiedenster Unternehmen aktiv. Danach gründete sie ihr eigenes Unternehmen und betreibt dieses zusammen mit ihrer Geschäftspartnerin.

All Articles of Pia Heßler

Software mentioned in the article

Product or service categories mentioned in the article

Related articles

Join the OMR Reviews community to not miss any news and specials around the software seeking landscape.